2023 Form 5500 filing — Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(K) Provisions
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801071716NAL0038469296001) for Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(K) Provisions, reported by Honat Bancorp, Inc. under EIN 23-6758504 and plan number 003. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801071716NAL0038469296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Honat Bancorp, Inc.
- EIN
- 23-6758504
- Plan number
- 003
- Location
- Honesdale, PA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,220,010
- Total liabilities (EOY)
- $4,090
- Net assets (EOY)
- $29,215,920
- Employer contributions
- $1,275,963
- Participant contributions
- $831,357
- Total income / additions
- $3,359,363
- Benefits paid
- $2,782,704
- Administrative expenses
- $38,322
- Total expenses
- $2,821,026
- Net increase / (decrease)
- $538,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT MGMT | $32,473 | $1,900 |
| Benefit Resources, Inc. | TPA | $5,858 | not reported in the loaded dataset |